9WM
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9258 Wealth Management’s American Tower AMT Stock Holding History

9258 Wealth Management’s Portfolio AMT Stock Details AMT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		– Sell
-1,050
Closed -$204K – 324
2023
Q2 		$204K Buy
1,050
+13
+1% +$2.54K 0.04% 304
2023
Q1 		$212K Buy
+1,037
New +$218K 0.04% 299
2022
Q4 		– Sell
-1,681
Closed -$361K – 326
2022
Q3 		$361K Sell
1,681
-203
-11% -$52.2K 0.09% 210
2022
Q2 		$481K Buy
1,884
+127
+7% +$31.9K 0.12% 178
2022
Q1 		$441K Sell
1,757
-160
-8% -$39K 0.1% 212
2021
Q4 		$561K Buy
1,917
+134
+8% +$36.6K 0.13% 173
2021
Q3 		$473K Buy
1,783
+119
+7% +$33.9K 0.13% 182
2021
Q2 		$450K Buy
1,664
+322
+24% +$82.1K 0.12% 189
2021
Q1 		$321K Buy
1,342
+400
+42% +$89.1K 0.1% 229
2020
Q4 		$211K Buy
+942
New +$219K 0.07% 281
2020
Q3 		– Sell
-777
Closed -$201K – 299
2020
Q2 		$201K Buy
+777
New +$192K 0.08% 256

Other funds holding AMT

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
ACM
AKRE Capital Management Middleburg, Virginia $5.12B AUM 19.08% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

9258 Wealth Management's AMT Position: Q3 2023 in Review

9258 Wealth Management sold out of American Tower (AMT) in Q3 2023, closing a stake of 1,050 shares — an estimated $204K sold.

9258 Wealth Management first reported a position in AMT in Q2 2020 and held it in 11 quarters. The position peaked at $561K in Q4 2021. 1,630 funds tracked by Wall St. Rank hold AMT as of Q3 2023.

  • 9258 Wealth Management reported no remaining American Tower position as of Q3 2023 after selling out during the quarter.
  • 9258 Wealth Management sold 1,050 American Tower shares in Q3 2023, an estimated $204K.
  • 9258 Wealth Management first reported a position in American Tower in Q2 2020 and held it in 11 quarters.
  • 9258 Wealth Management's American Tower position peaked at $561K in Q4 2021.
  • 1,630 funds tracked by Wall St. Rank held American Tower as of Q3 2023.

Based on 9258 Wealth Management's 13F filing for Q3 2023, filed 8 Nov 2023.